Irvine, CA | Newport Beach, CA | ||
|---|---|---|---|
| Assets under management | $12.4M | $13M | $13M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | – | 48 | 39 |
| Assets per client | – | $271K | $333K |
| Clients per advisor | – | 24 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (May 2026, Apr 2026, Aug 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.